See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,354 | $108,919+8.7% | $100,391+17.9% | $145,922-18.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.32% | 57.88%-47.6pp | 49.20%-38.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,864 | $4,419-12.6% | $3,942-2.0% | $4,660-17.1% |
| Participant deferral / active EE | $7,485 | $8,445-11.4% | $8,082-7.4% | $6,688+11.9% |
| Admin fee / account holder | $28,665 | $9,689+195.9% | $7,899+262.9% | $13,397+114.0% |